Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDUT 6.34%
2 MID 4.88%
3 RISN 2.68%
4 BKWO 2.07%
5 NBSM 1.81%
6 SMAP 1.54%
7 PSL 1.46%
8 BAFE 1.21%
9 FXD 0.78%
10 MMSC 0.70%
11 JHSC 0.59%
12 FNY 0.57%
13 LSEQ 0.55%
14 TMSL 0.52%
15 FDWM 0.51%
16 BKSE 0.40%
17 BTAL 0.40%
18 CVSE 0.34%
19 ISCG 0.33%
20 JKK 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.44M (9.57%) 101.15K
Increased by +1.86%
Dec 31, 24
2 T. Rowe Price Investment Management,Inc. 4.96M (8.72%) 1.87M
Increased by +37.67%
Dec 31, 24
3 JPMorgan Chase & Co 3.55M (6.24%) -2.52M
Decreased by -71.13%
Dec 31, 24
4 BlackRock Inc 3.39M (5.97%) 766.49K
Increased by +22.59%
Dec 31, 24
5 Kayne Anderson Rudnick Investment Management LLC 3.10M (5.46%) -66.28K
Decreased by -2.14%
Dec 31, 24
6 Massachusetts Financial Services Company 2.56M (4.50%) -621.46K
Decreased by -24.28%
Dec 31, 24
7 Brown Advisory Holdings Inc 2.47M (4.34%) -128.97K
Decreased by -5.23%
Dec 31, 24
8 William Blair Investment Management, LLC 2.37M (4.17%) 532.64K
Increased by +22.47%
Dec 31, 24
9 T. Rowe Price Associates, Inc. 1.98M (3.49%) -832.85K
Decreased by -42.01%
Sep 30, 24
10 BAMCO Inc 1.56M (2.74%) 69.94K
Increased by +4.49%
Dec 31, 24
11 Capital World Investors 1.35M (2.38%) -884.00
Decreased by -0.07%
Dec 31, 24
12 Durable Capital Partners LP 1.31M (2.30%) -3.00M
Decreased by -229.32%
Dec 31, 24
13 Neuberger Berman Group LLC 1.20M (2.11%) -214.12K
Decreased by -17.85%
Dec 31, 24
14 State Street Corp 1.03M (1.80%) 26.28K
Increased by +2.56%
Dec 31, 24
15 Liontrust Investment Partners LLP 960.98K (1.69%) 0.00
Increased by 0.00%
Sep 30, 24
16 State Street Corporation 959.38K (1.69%) 3.81K
Increased by +0.40%
Mar 31, 24
17 Geode Capital Management, LLC 929.54K (1.63%) 4.71K
Increased by +0.51%
Dec 31, 24
18 Artisan Partners Limited Partnership 825.76K (1.45%) 825.76K
Increased by +100.00%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 811.83K (1.43%) 53.31K
Increased by +6.57%
Dec 31, 24
20 Frontier Capital Management CO Inc 774.72K (1.36%) 56.28K
Increased by +7.26%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 MFS Mid Cap Growth Equity 1.87M (3.29%) -472.89K
Decreased by -25.30%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.83M (3.22%) 1.11K
Increased by +0.06%
Feb 28, 25
3 T. Rowe Price US Mid-Cap Growth Equity 1.80M (3.16%) 654.60K
Increased by +36.37%
Dec 31, 24
4 T. Rowe Price Mid-Cap Growth 1.80M (3.16%) -700.00
Decreased by -0.04%
Jan 31, 25
5 MFS Mid Cap Growth A 1.71M (3.01%) -11.12K
Decreased by -0.65%
Feb 28, 25
6 Vanguard Small Cap Index 1.49M (2.61%) 1.22K
Increased by +0.08%
Feb 28, 25
7 American Funds SMALLCAP World A 1.19M (2.09%) 0.00
Increased by 0.00%
Dec 31, 24
8 JPM US Mid Cap Growth-Composite 1.01M (1.78%) 103.09K
Increased by +10.21%
Dec 31, 24
9 JPMorgan Mid Cap Growth I 1.01M (1.78%) 0.00
Increased by 0.00%
Jan 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 883.51K (1.55%) 2.33K
Increased by +0.26%
Feb 28, 25
11 Vanguard Small Cap Growth Index Inv 834.30K (1.47%) -4.88K
Decreased by -0.58%
Feb 28, 25
12 JPM US Mid Cap Growth-MA 832.41K (1.46%) 514.31K
Increased by +61.79%
Sep 30, 23
13 T. Rowe Price US Mid-Cap Value Equity 811.32K (1.43%) -509.99K
Decreased by -62.86%
Sep 30, 24
14 Baron Opp. Small Cap Growth Strategy 725.00K (1.27%) 125.00K
Increased by +17.24%
Dec 31, 24
15 Baron Small Cap Retail 725.00K (1.27%) 125.00K
Increased by +17.24%
Dec 31, 24
16 Neuberger Berman Genesis Inv 704.00K (1.24%) 0.00
Increased by 0.00%
Dec 31, 24
17 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 694.97K (1.22%) -52.61K
Decreased by -7.57%
Jun 30, 24
18 T. Rowe Price Glb Focused Growth Equity 672.42K (1.18%) 117.30K
Increased by +17.44%
Dec 31, 23
19 T. Rowe Price Global Focused Gr Eq Pool 672.42K (1.18%) 117.30K
Increased by +17.44%
Dec 31, 23
20 T. Rowe Price Global Stock 672.42K (1.18%) 117.30K
Increased by +17.44%
Dec 31, 23